Cole Wealth Management Employee Directory

Q: What is Cole Wealth Management known for?

Cole Wealth Management was founded in 2005. Cole Wealth Management operates in the Financial Services industry.

Q: How many employees does Cole Wealth Management have currently?

Cole Wealth Management has approximately 6 employees.

Financial ServicesArizona, United States2-10 Employees

Cole Wealth Management, LLC ("CWM") is a fee based registered investment advisory firm with its headquarters located in Scottsdale, AZ. CWM provides Wealth Advisory Services including Financial Planning and Investment Management to executives, entrepreneurs, professional athletes, retirees and business entities throughout the United States.

Find Cole Wealth Management employees' phone numbers or email addresses

Cole Wealth Management Global Highlights

North America
10

United States Of America
10

Cole Wealth Management's Leadership

K. R.
President
Mobile Phone
Email
K. G.
Director Of Client Relations
Mobile Phone
Email
B. D. C.
Financial Advisor
Mobile Phone
Email
P. M.
Certified Financial Planner
Mobile Phone
Email
M. C.
Certified Financial Planner
Mobile Phone
Email
C. O.
Investment Advisor
Mobile Phone
Email
J. G.
Financial Advisor
Mobile Phone
Email
R. D.
Associate
Mobile Phone
Email

Contact profiles from Cole Wealth Management

Name

Title

Contact Info

Location

Last Update

K. R.
President
Mobile Phone
Email
Oct 22, 2024
K. G.
Director Of Client Relations
Mobile Phone
Email
United StatesArizona
Oct 17, 2025
B. D. C.
Financial Advisor
Mobile Phone
Email
United StatesArizona
Nov 18, 2025
P. M.
Certified Financial Planner
Mobile Phone
Email
United StatesArizona
Nov 06, 2025
M. C.
Certified Financial Planner
Mobile Phone
Email
United StatesArizona
Jan 21, 2025
C. O.
Investment Advisor
Mobile Phone
Email
United StatesArizona
Oct 20, 2025
J. G.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Jul 08, 2024
R. D.
Associate
Mobile Phone
Email
UNITED STATES
Oct 03, 2025

Frequently Asked Questions

What is Cole Wealth Management known for?

Cole Wealth Management was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-480-275-****

. Explore Cole Wealth Management's company overview page for more information.

What is Cole Wealth Management's most common email format?

Cole Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cole Wealth Management email formats with LeadIQ.

How many employees does Cole Wealth Management have currently?

Cole Wealth Management has approximately 6 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Cole Wealth Management's key employees and leadership?

As of December 2025, Cole Wealth Management's key employees include:

President: K. R.
Director Of Client Relations: K. G.
Financial Advisor: B. D. C.
Certified Financial Planner: P. M.
Certified Financial Planner: M. C.

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